October 2025 Portfolio Update

MilkTeaBro
10-31

- Performance: A profit of SGD 17,000, representing a 3% gain.

- Dividends: Accumulated SGD 26,000 in dividends year-to-date, with SGD 24,000 already received.

- Market Outlook: Anticipate continued bullish momentum in the Hong Kong market, driven by expected US Federal Reserve rate cuts. Hong Kong equities remain undervalued relative to other major global economies.

$LION OCBC HSTECH ETF S$(HST.SI)$  

$BYD COMPANY-100(01211)$  

$Wilmar Intl(F34.SI)$  

Modified in.10-31
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Comments

  • Mortimer Arthur
    11-01
    Mortimer Arthur
    Impressive SGD 26K dividend yield! For Wilmar, would you hold through the commodity cycle? Their Indonesia refinery utilization rate hitting 85% could be the next trigger IMO.
    • MilkTeaBro: 
      I am a Singapore investor I will invest in Wilmar forever. currently I am overweight on it , I will gradually trim my position if the price goes up. SG bank, REIT and Agriculture sector are 3 pillars of Singapore investment.
  • Valerie Archibald
    11-01
    Valerie Archibald
    Solid performance! While HSTECH ETF benefits from HK's valuation gap, keep monitoring Fed pivot timing - current market prices in 3 rate cuts but Powell might deliver fewer. BYD's ASEAN EV expansion looks promising though.
  • MKTrader
    10-31
    MKTrader
    very nice brother of the milk tea. haha.
  • OswaldFinger
    10-31
    OswaldFinger
    Awesome update! Those profits are impressive! [Wow]
  • Ah_Meng
    11-01
    Ah_Meng
    Rich sian… [Miser][Silence][Chuckle][Evil][Allin]
  • Williamlow85
    11-02
    Williamlow85
    Pro
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